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The Iran War and Hormuz shutdown have disrupted oil, gas, and helium exports and threatened data centers and investments in the Gulf states.
@justjoshinyou13 explores how a prolonged Iran war could affect AI, and why it probably won’t completely derail the compute buildout.
@justjoshinyou13 explores how a prolonged Iran war could affect AI, and why it probably won’t completely derail the compute buildout.
Fabrication of AI chips and memory is concentrated in Taiwan and South Korea. These fabs rely on energy from natural gas as well as helium, both disrupted by the Hormuz closure.
But chip fabs are so profitable that TSMC and others will likely secure the resources they need.
But chip fabs are so profitable that TSMC and others will likely secure the resources they need.
For AI data centers, the Hormuz energy shock is not a serious threat in the US, where natural gas prices have been stable.
In Europe and Asia, higher costs may kill some planned data centers, but existing data centers will keep running unless prices surge to much higher levels.
In Europe and Asia, higher costs may kill some planned data centers, but existing data centers will keep running unless prices surge to much higher levels.
Not all food is real food.
Many everyday staples are engineered with chemicals and fillers.
Here are 5 of the worst ultra-processed factory foods, and why they’re damaging your health:
1/ Mayonnaise
Many everyday staples are engineered with chemicals and fillers.
Here are 5 of the worst ultra-processed factory foods, and why they’re damaging your health:
1/ Mayonnaise
Most commercial mayo is made with refined seed oils instead of whole ingredients.
These heavily processed oils oxidize easily and are often combined with added sugar, preservatives, and emulsifiers.
The result is a highly inflammatory product with little nutritional value.
These heavily processed oils oxidize easily and are often combined with added sugar, preservatives, and emulsifiers.
The result is a highly inflammatory product with little nutritional value.
2/ Snickers bars
Snickers are primarily made of sugar, corn syrup, refined carbohydrates, vegetable oils, and artificial flavorings.
They cause rapid blood sugar and insulin spikes followed by energy crashes, which can contribute to insulin resistance and weight gain over time.
Snickers are primarily made of sugar, corn syrup, refined carbohydrates, vegetable oils, and artificial flavorings.
They cause rapid blood sugar and insulin spikes followed by energy crashes, which can contribute to insulin resistance and weight gain over time.
Good Morning, today I will be live-tweeting the Capital Improvement Board of Managers meeting at 9am for @indydocumenters @mirrorindy. #indydocumenters
More information about this meeting and organization can be found at .capitalimprovementboard.org
The meeting has been called to order at 9am. President Marci Reddick gave a thank you to everyone for a successful final four weekend. The roll was called.
Term 2 Trump looking like mid-late period Yeltsin in so many ways: an individual with visibly diminished physical and mental capabilities inhabiting a powerful presidency, with no clarity over who's wielding decision-making power, presiding over a wildly corrupt system...
...that benefits the family and those willing to prop up the president, turbo-charging an oligarchy and leaving everyone else behind; starting catastrophic wars that totally disregard humanitarian law...
...fixated on international status and respect while tanking both and blaming everyone else.
Hodges: My sense is that Trump trusted his gut instinct.
But this is how mistakes happen: the people handling negotiations were his son-in-law and his real estate friend, not professional diplomats, and sycophantic cabinet officials were never going to push back. 1/
But this is how mistakes happen: the people handling negotiations were his son-in-law and his real estate friend, not professional diplomats, and sycophantic cabinet officials were never going to push back. 1/
Hodges: For Trump to say nobody anticipated Iran weaponizing the Strait of Hormuz is just flat-out not true.
We have war-gamed operations around Hormuz since I was a captain in the 101st Airborne back in the 1980s. That claim is absolutely false. 2/
We have war-gamed operations around Hormuz since I was a captain in the 101st Airborne back in the 1980s. That claim is absolutely false. 2/
Hodges: The hourly contradictions coming out of the White House make it very difficult to know what is actually being considered.
That is why the Constitution requires Congress in war: to force hard conversations about purpose, end state and what we are trying to accomplish. 3X
That is why the Constitution requires Congress in war: to force hard conversations about purpose, end state and what we are trying to accomplish. 3X
THE 5 MOST FAMOUS LAWS IN THE WORLD:
1. Murphy Law
1. Murphy Law
2. Kidlin Law
3. Gilbert Law
Alexander Dugin's Multipolar Information War Against The West, a thread:🧵
For the full narrative of this thread, please check out the article here at my Substack: gbnt1952.substack.com/publish/post/1…
What you are seeing from influencers and podcasters right now is not random. It is not new, and it is definitely not organic.
There is a framework behind it. A system that rewards certain narratives and pushes them to the top.
Most people have never heard the name Alexander Dugin.
But they are hearing versions of his ideas every single day, and they do not even realize it.
There is a framework behind it. A system that rewards certain narratives and pushes them to the top.
Most people have never heard the name Alexander Dugin.
But they are hearing versions of his ideas every single day, and they do not even realize it.
In my latest for @nytopinion, I examine what the Iran war reveals about Moscow's ties to Tehran and why Iran remains a valuable, if increasingly vulnerable, partner for Russia.
Moscow has certainly appeared to be a beneficiary of the United States’ miring itself in a war in Iran. Oil prices are up, some sanctions have been waived, and Western attention is fractured. Moscow's coffers are refilling while Ukraine peace talks sit on pause.
Iran has held on for weeks, imposing real costs on the global economy, before a limited ceasefire was announced. For Russia, that endurance matters. But even if Tehran claims victory, it emerges battered, poorer, and more isolated.
For those still behind: Melania's Epstein presser yesterday ("I was not a participant") was almost certainly driven by Amanda Ungaro, an Epstein victim who had a child with Paolo Zampolli, who brought Melania to the US. Zampolli just got Ungaro deported; she's vowing revenge. 1/
Back in the 1990s Paolo Zampolli, a friend of Trump and Epstein, created "ID Models" and brought the young Slovenian Melania Knaus to the US. She hooked up with Epstein, then Zampolli introduced her to Trump. She's now your First Lady and seems worried about this past. 2/
Zampolli started a relationship with a young Epstein victim, Amanda Ungaro, and had a child with her. In 2025, he decided to solve his custody dispute by getting ICE to deport Ungaro, then taking the child. She's now vowing to tell all in revenge. 3/
oglobo.globo.com/mundo/noticia/…
oglobo.globo.com/mundo/noticia/…
Justice Sonia Sotomayor used an appearance this week to suggest that Justice Brett Kavanaugh is an out-of-touch elitist. The comments were a disturbing departure from the tradition of collegiality and civility on the court. It was unfair and unwarranted...jonathanturley.org/2026/04/10/con…
...I have long criticized the growing number of public statements by justices on controversial subjects and cases, including Justice Sotomayor. However, this appearance represented a new low in lashing out at a colleague as effectively blinded by his own privilege.
...Justice Sotomayor is not someone whom I view as gratuitously rude or cruel. I believe that she values collegiality and the Court as an institution. However, this was another injudicious moment during public events. She should correct this statement at the earliest opportunity.
You’re not lazy, lost, or broken.
You may be living a life that no longer belongs to you.
Carl Jung saw 6 signs you’ve drifted away from your real path: 🧵
You may be living a life that no longer belongs to you.
Carl Jung saw 6 signs you’ve drifted away from your real path: 🧵
Carl Jung identified 2 distinct life phases:
- 1st half: Build your life, achieve goals, & establish your identity.
- 2nd half: Find meaning, integrate your shadow, & seek wholeness.
Many midlife crises occur when people cling to the 1st half of life—too long.
- 1st half: Build your life, achieve goals, & establish your identity.
- 2nd half: Find meaning, integrate your shadow, & seek wholeness.
Many midlife crises occur when people cling to the 1st half of life—too long.
2/ Your purpose evolves as you do...
- The ambitious entrepreneur might need to become a mentor.
- The dedicated parent might need to rediscover their individual identity.
Jung taught that psychological growth continues throughout life—if we're willing.
And, the big question is: Can you let go and allow the 2nd half of life guide you?
- The ambitious entrepreneur might need to become a mentor.
- The dedicated parent might need to rediscover their individual identity.
Jung taught that psychological growth continues throughout life—if we're willing.
And, the big question is: Can you let go and allow the 2nd half of life guide you?
